+48.8%
CAVA vs DRI
+54.5%
-5.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +2.8% |
| 7D | -8.0% | -3.2% | -4.8% | -6.1% |
| 30D | -19.6% | -7.8% | -11.7% | -15.5% |
| 3M | -36.7% | +0.4% | -37.0% | -36.7% |
| 6M | -30.6% | +4.8% | -35.4% | -32.4% |
| YTD | -4.8% | +16.7% | -21.5% | -12.9% |
| 1Y | -13.1% | +1.5% | -14.6% | -14.7% |
| 3Y | +48.8% | +56.3% | -7.5% | +10.0% |
| All | +48.8% | +54.5% | -5.7% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling